Use your most valuable raw material. Customer data can help you craft an informed customer strategy, guide your digital transformation and become your best defense against upstart competitors. In September’s BAI Executive Report, we look at how a bank or credit union can extract the full value of its customer data.

While the coronavirus pandemic has accelerated the move to digital, lenders look for ways to incorporate the personal. How do banks and credit unions learn of a small business’s needs? Or add the human touch that’s vital to their branding? How do they develop customer bonds that lead to loyalty?

One of the most basic business objectives for banks and credit unions remains unchanged in the COVID-19 world: finding new customers, and then keeping them in an ultra-competitive environment.

When branches reopen, what will the interiors look like? How will workers interact with each other and with customers? And when will customers return?

Let’s not wait for the “new normal” to establish itself. Let’s learn from the “now normal.” BAI’s latest Executive Report takes a look at customer service and what financial services leaders have learned in the last two months – and what adjustments we can quickly make with customers and employees in mind.

Due to the COVID-19 crisis, bank customers and credit union members are turning to their institution’s digital services more than ever. Whether you’re planning enhancements or a full-on transformation in response, the insights contained in the newest BAI Executive Report will help your organization exceed expectations.

Even with all of the technological advances in recent years, compliance in the financial services industry is still, at its core, all about the people. This month’s BAI Executive Report on compliance centers on them — more specifically, their training, trust and treatment.

What customers want from their bank is evolving. While customers used to be satisfied with a reliable, easy-to-use app, they now want more of a relationship. They want to be treated like the regular at the corner café, where the staff knows them and how they take their coffee. In this month’s BAI Executive Report, we examine […]